Tailored Tax & Accounting Services for Cheviot Hills and Rancho Park Residents
Known for its quiet streets, traditional homes, and proximity to both Century City and Westwood, Cheviot Hills and Rancho Park offer a blend of comfort, privacy, and city convenience. Many residents here are established professionals, independent business owners, and families with long-standing ties to the Westside. Their financial needs often go beyond the basics—calling for reliable planning, strategic tax guidance, and trustworthy support year after year.
At Mofrad Financial Solutions, we provide hands-on tax and accounting services tailored to the unique needs of individuals and small businesses in Cheviot Hills and Rancho Park. Whether you’re managing a family trust, preparing for retirement, or juggling income from multiple sources, our team is here to help simplify the process and strengthen your financial outlook.
Why Clients in Cheviot Hills & Rancho Park Choose Us
Clients from this area appreciate service that is both professional and personal. We’re not a faceless tax prep chain—you’ll work directly with an experienced advisor who knows your name, understands your goals, and proactively helps you plan for the future.
Here’s what sets our services apart:
Tax strategies built for high-income households and self-employed professionals
Guidance on real estate income, retirement transitions, and small business finance
Honest communication and personalized advice—not one-size-fits-all templates
Strong client relationships built on responsiveness and long-term results
Flexible appointments in person or online for your convenience
Financial Services Designed for Westside Lifestyles
From single-family homeowners in Rancho Park to multi-generational households in Cheviot Hills, we offer solutions that meet you where you are and grow with you.
Individual Tax Preparation & Planning
We handle everything from straightforward W-2 returns to complex cases involving trusts, investment income, and retirement accounts.
Small Business Accounting & Entity Setup
Whether you operate a consulting firm, medical practice, or creative agency, we offer bookkeeping, payroll support, and tax filings tailored to your industry.
Property Income & Real Estate Tax Services
Many clients in Cheviot Hills and Rancho Park own rental or secondary properties. We help you manage tax implications, depreciation schedules, and capital gains planning.
IRS Letters & Back Tax Resolution
Have an old return that needs to be filed—or received a notice you don’t understand? We’ll step in, communicate on your behalf, and resolve issues efficiently.
Estate & Trust Tax Guidance
If you’re managing inherited assets or acting as a trustee, we’ll help you stay compliant with fiduciary reporting requirements and minimize unnecessary tax burdens.
Year-Round Consulting & Planning
Our services don’t stop in April. We offer quarterly check-ins, income forecasting, and tax planning to help you stay ahead.
Mofrad Financial Solutions Staff
Ed Mofrad
Milton Rodriguez
Zongmao Wu
Serving a Neighborhood That Values Stability and Smart Strategy
Cheviot Hills and Rancho Park are home to many long-time residents, established professionals, and community-oriented families. The people here don’t just want to file taxes—they want a dependable financial partner who helps them make better decisions, protect their assets, and simplify their financial life.
That’s exactly what Mofrad Financial Solutions delivers.
We’re not here to sell you cookie-cutter plans—we’re here to listen, strategize, and build a relationship that supports you through all stages of life and business.
Local Insight, Personalized Support
Serving the 90064 and nearby ZIP codes, we’ve become a go-to resource for residents of Cheviot Hills and Rancho Park who value practical solutions and thoughtful planning. Whether you’re planning for the future or cleaning up the past, our team brings clarity and confidence to the table.
What you can expect from us:
Clear timelines, proactive reminders, and no last-minute surprises
Trusted advice tailored to your lifestyle and financial picture
Professionalism grounded in real-world experience—not just theory
Technology that makes everything smoother, without overcomplicating things
A long-term partnership that grows with your goals
Call 213-388-8400 to book your free consultation with our team.
Expert financial solutions for your goals. You can count on us.
Frequently Asked Questions
I work as an independent consultant. Can you help me set up my business correctly?
Yes. We’ll advise on whether an LLC or S-Corp makes the most sense, file the appropriate documents, and help you stay compliant.
I’m helping my parents with their estate—can you assist with that?
Absolutely. We offer estate and trust-related tax services, including fiduciary returns and inheritance tax guidance.
What if I’ve missed filing taxes for a few years?
We handle many clean-up cases. We’ll help you file past-due returns and reduce any penalties where possible.
Can you help us plan for retirement?
Yes. We work closely with your financial advisor or independently to optimize distributions, plan RMDs, and manage taxes in retirement.
Are your services fully remote?
We offer both in-person and virtual services depending on your preference. Many clients in this area enjoy the convenience of secure digital collaboration.